A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,416 shares of IBTK stock, worth $46,556. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,416
Previous 1,592 51.76%
Holding current value
$46,556
Previous $30.7 Million 57.77%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$19.11 - $20.18 $15,746 - $16,628
824 Added 51.76%
2,416 $48.4 Million
Q2 2024

Aug 06, 2024

BUY
$18.86 - $19.38 $30,025 - $30,852
1,592 New
1,592 $30.7 Million

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.